Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Quarter Est. Return
1 Year Est. Return
+24.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.01T
AUM Growth
+$82B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,901
New
Increased
Reduced
Closed

Top Buys

1
+$2.62B
2
+$1.72B
3
+$1.54B
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.47B
5
MSFT icon
Microsoft
MSFT
+$1.08B

Top Sells

1
+$925M
2
+$749M
3
+$664M
4
UBER icon
Uber
UBER
+$625M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$506M

Sector Composition

1 Technology 21.03%
2 Healthcare 10.48%
3 Financials 9.82%
4 Consumer Discretionary 8.77%
5 Industrials 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2151
$26.9M ﹤0.01%
2,204,938
+341,878
2152
$26.9M ﹤0.01%
376,287
-2,959
2153
$26.9M ﹤0.01%
2,080,193
-25,117
2154
$26.9M ﹤0.01%
1,074,208
+59,360
2155
$26.8M ﹤0.01%
1,644,140
-855,543
2156
$26.8M ﹤0.01%
679,862
+5,600
2157
$26.8M ﹤0.01%
541,192
+42,604
2158
$26.8M ﹤0.01%
872,878
+353,458
2159
$26.7M ﹤0.01%
3,233,983
-2,329,519
2160
$26.7M ﹤0.01%
1,452,435
+525,793
2161
$26.7M ﹤0.01%
204,448
+37,539
2162
$26.7M ﹤0.01%
2,261,091
+13,740
2163
$26.7M ﹤0.01%
1,997,026
+468,179
2164
$26.7M ﹤0.01%
835,192
+105,064
2165
$26.7M ﹤0.01%
885,320
-14,811
2166
$26.7M ﹤0.01%
949,599
-54,513
2167
$26.7M ﹤0.01%
713,838
-208,378
2168
$26.7M ﹤0.01%
354,298
-35,219
2169
$26.6M ﹤0.01%
1,001,022
-65,028
2170
$26.6M ﹤0.01%
261,955
+3,006
2171
$26.6M ﹤0.01%
265,108
+60,410
2172
$26.6M ﹤0.01%
591,321
-56,687
2173
$26.6M ﹤0.01%
8,361,875
+1,907,841
2174
$26.6M ﹤0.01%
3,511,379
+21,080
2175
$26.6M ﹤0.01%
244,905
+4,778
85 86
87
88 89